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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Baldrige Asset Management
Pennsylvania
$164K – – –
POIA
1252
Pin Oak Investment Advisors
Texas
$164K – – –
LIA
1253
Luken Investment Analytics
Tennessee
$162K – – –
WBC
1254
West Branch Capital
Massachusetts
$161K – – –
PC
1255
Pecaut & Co
Iowa
$157K – – –
TFM
1256
TFC Financial Management
Massachusetts
$150K – – –
CA
1257
Crewe Advisors
Utah
$149K +$4.01K +26 +3%
MFG
1258
Monumental Financial Group
Maryland
$148K +$150K +971 New
MIM
1259
MTM Investment Management
South Carolina
$146K – – –
SWM
1260
Sugarloaf Wealth Management
Georgia
$145K – – –
MFT
1261
Moisand Fitzgerald Tamayo
Florida
$144K – – –
BWM
1262
BerganKDV Wealth Management
Minnesota
$141K – – –
GFL
1263
Granite FO LLC
New Hampshire
$137K -$174K -1,126 -56%
AWM
1264
Abound Wealth Management
Tennessee
$128K -$13.7K -89 -10%
GWSG
1265
GPS Wealth Strategies Group
Colorado
$127K +$129K +835 New
AWM
1266
Avior Wealth Management
Nebraska
$125K +$71K +460 +127%
WPA
1267
West Paces Advisors
Georgia
$125K – – –
IRC
1268
Investors Research Corp
Georgia
$119K +$2.01K +13 +2%
AIA
1269
Arcadia Investment Advisors
Idaho
$116K – – –
MG
1270
MilWealth Group
Wisconsin
$114K – – –
RFA
1271
Register Financial Advisors
Georgia
$113K +$618 +4 +0.5%
FPFS
1272
First Personal Financial Services
North Carolina
$113K -$15.4K -100 -12%
CWM
1273
Compass Wealth Management
Connecticut
$113K +$114K +741 New
CAL
1274
Capital Analysts LLC
Pennsylvania
$112K +$5.56K +36 +5%
RWPA
1275
Richard W. Paul & Associates
Michigan
$111K -$463 -3 -0.4%
49 50
51
52 53